To feel 100% protected, you want to look for solutions that will back up both types of data – ideally, in an automated and frequent manner. Metadata, on the other hand, are the derivatives such as configuration, reports, dashboards, layouts, as well as any custom code. This category also encompasses custom object records, uploaded files, as well as data generated within Salesforce Chatter. Here, it’s important to distinguish between two types of data that are commonly exported out of Salesforce: data and metadata.ĭata are any records you can find in Salesforce: contacts, deals, accounts, and others. The selection of methods depends very much on what it is that you wish to back up from Salesforce. Not every backup method offers such possibilities but those that do can greatly benefit your business. By exporting an extra copy of your Salesforce data, you can analyze it with the dedicated tools, a lot more powerful than what’s built into your SF dashboard. Perhaps it’s not the most obvious one but certainly a very beneficial aspect of running backups.
Things get a lot tougher to fix when a complex workflow is changed in an unintended way or a buggy APEX script is deployed. Some are easy to reverse, such as accidentally deleting a contact or inserting a wrong value. If that happens, you want to have a way to start over without any consequences. It’s a life-saver in many situations but can also be a major threat if you, accidentally, wipe out numerous records or amend them beyond repair.
SALESFORCE DATA BACKUP UPDATE
Tools such as Data Loader allow you to import or update thousands of records in a matter of seconds. Mitigate the risk behind bulk import or update of data.People typically do a Salesforce backup to: There are many different situations where having a proper Salesforce data backup is a major advantage. Finding the right Salesforce data backup tool Why do a Salesforce backup?
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